Unclaimed
James Choi is an investment banking professional with experience in the financial services industry. He holds the Series 79TO, Series 63, and SIE licenses. James is registered with Criticalpoint Partners LLC in California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
CA
03/05/2024 - Present
Criticalpoint Partners LLC (EL SEGUNDO CA)
BC
Issued 02/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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